SWM
Selective Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,528
| Closed | -$123K | – | 139 |
|
|
2022
Q3 | $123K | Buy |
1,528
+3
| +0.2% | +$241 | 0.05% | 177 |
|
|
2022
Q2 | $138K | Sell |
1,525
-300
| -16% | -$27.1K | 0.05% | 184 |
|
|
2022
Q1 | $171K | Hold |
1,825
| – | – | 0.06% | 151 |
|
|
2021
Q4 | $162K | Sell |
1,825
-400
| -18% | -$35.5K | 0.07% | 145 |
|
|
2021
Q3 | $180K | Buy |
2,225
+500
| +29% | +$40.4K | 0.1% | 119 |
|
|
2021
Q2 | $138K | Buy |
1,725
+725
| +73% | +$58K | 0.11% | 89 |
|
|
2021
Q1 | $81K | Buy |
+1,000
| New | +$81K | 0.07% | 93 |
|